Quick Start Guide

1. Login

Make sure you use one of the supported browsers, which are: Mozilla Firefox 40+, Google Chrome 38+, Opera 10+, Internet Explorer 9+. See System Requirements and Optimization.

2. Interface

This is the main interface of the tracking system. On the left, is the work area. Working with tabs like Monitoring, Tracks, Geofences, Jobs, Notifications and so on. These tabs are on the Main menu above the work area.

On the right, the map.

WBC Fleet’s interface is designed to be user-friendly giving us the ability to customize our user experience. They are Monitoring, Messages, Reports, Geofences, Notifications, Units.

3. User Settings

To change your user settings click on the username in the right corner of the top tab and press the User settings button in the drop-down menu.

follow the steps:

Indicate your time zone.

Indicate a type of daylight saving time used in your region.

Be sure that you have set the correct settings as these affect data in reports, messages, tooltips, jobs, routes, and elsewhere throughout the system. Indicate ‘City’ setting in the same dialog. It is necessary for the map to be scaled on the chosen city upon the following entries to the tracking system.

4. Creating Units

Open the Units tab in the work area and press the New button.

The dialog with multiple unit settings will be displayed. Give a name to the unit, indicating device type (click inside the field to see the list of available devices), enter unique ID (IMEI or serial number) and the phone number of the SIM card inserted into the device.

The Icon tab of the dialog provides an opportunity to choose the most appropriate image to display the unit on the map.

On the Advanced tab specify Speed limit. This setting is used to generate reports on speedings.

It will also appear in the monitoring panel.

5. Unit Check

a) Log: After creating a unit, data from it starts coming into the system as long as the unit is configured correctly. Each incoming message appears in the log. To see the log, open it pressing the button in the bottom right-hand corner of the program.

Along with the messages coming from tracking units, the log also shows current actions and operations such as creation and modification of geofences, notifications, unit properties, etc.

b) Unit info tip: Hover the mouse pointer over the unit in the Monitoring panel or on the map to see the latest data in a tooltip: last message time, location (address or coordinates), speed, etc.

6. Geofences

Geofences are used to create a line that can be crossed to generate data from a unit. Reporting access of the Geofence in the main system though notifications, jobs, and reports.

The simplest and easiest geofence type to create is a circle with a specified radius. Enter a name for the geofence and select the type Circle. Then double-click on the map in the place of the supposed geofence. Change the radius if necessary and press Save.

Create as many geofences as necessary.

If you need a geofence of a more sophisticated form, choose type Polygon or Line. However, in this case, a greater number of points is required to specify geofence’s borders.

7. Notifications

Now we can create a notification about a unit entering a geofence. Go to the Notifications panel and press the Create Notification button.

Moving through the dialog with the help of the Next button, set the following parameters for the notification:

Choose a method of a notification delivery, for example, Display online notification in a popup window.

Enter a name for the notification.

Press ОК.

When the notification triggers, it will appear in the top right corner of the program.

8. Reports

To switch to the Reports tab, click on the corresponding tab in the menu above the work area.

We need at least one report template to generate a report according to parameters set there. We are going to create a report template containing two tables (visits to geofences and speeding) and a chart.

To create a report template, go to the Reports panel and press the New button. At the top of the template properties dialog, you see two important buttons — Add Table and Add Chart.

Press the Add Table button and set table type to Geofences. On the left, tick the columns to be displayed in the resulting report. On the right, choose the geofence(s). When finished, press OK. The table will be added to the report.

Then press the Add Chart button and select the necessary chart type (for example, mileage in trips). Note that for many charts to be generated the appropriate sensors are required. Press OK.

This is how our report template looks like after we have added two tables and a chart. Report contents are displayed on the left. Now give a name to the report and save it.

To obtain a report, set parameters in the work area: select report template, unit, reported interval, and press Execute.

Generated report will appear on the right. On the left, you see tabs to navigate between report sections (tables and charts). Besides, the report can be exported to various formats or printed (for this, use the proper buttons — Export to File and Print).